374 client relationship manager jobs at 174 companies in Cranston, RI
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D365 Client Relationship Manager
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
Hub International: Provides global insurance brokerage and risk management services.
1+ YOERequires 1+ year of lender-placed or insurance tracking experience, lending institution clients, customer support experience, strong communication, organization, problem-solving, and independent remote work skills.
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
3+ YOERequires SIE, Series 6/7 and Series 63/66 at hire, 3+ years banking/wealth experience working with affluent clients, regulatory knowledge, strong communication, and Salesforce CRM familiarity. Bachelor's degree preferred.
Client Service Relationship Management, Vice President
Boston, Massachusetts, United States
$110k-$189k/yrOnsiteFull Time
State StreetNYSE: STT: Provides investment management and custody services to institutional investors.
10+ YOE10+ years of total experience preferred, including 5 years in financial services relationship management, sales, or client service; bachelor's degree or equivalent; strong communication and client relationship skills.
SS&C TechnologiesNasdaq: SSNC: Provides software and technology for financial and healthcare sectors.
5+ YOE3+ MgmtBachelor's degree or equivalent; 5+ years in financial services (transfer agency/investor servicing preferred); 3+ years leading teams; strong knowledge of alternative investments; Excel and reporting tool experience.
Microsoft Excel, Microsoft Word, Microsoft Outlook, iCapital, CAIS
Client Service Relationship Management, Vice President
Boston, Massachusetts, United States
$110k-$189k/yrOnsiteFull Time
State StreetNYSE: STT: Provides investment servicing and management to institutional investors.
10+ YOE10+ years total experience preferred, including 5 years in financial services relationship management, sales, or client service. Requires a bachelor's degree or equivalent, strong communication, facilitation, and client relationship skills.
Risk Strategies: Specialty insurance brokerage and risk management advisory firm.
7+ YOEBachelor's in business/finance,7+ years personal lines experience with high-net-worth clients,valid property & casualty insurance license,proficiency with agency management systems and Microsoft Office,excellent communication and presentation skills.
agency management systems, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Team Select Home Care: Specialized in-home nursing and care for medically complex patients.
1+ MgmtManage caseloads, staffing, recruiting, scheduling, and client/field relationships; high school diploma required, bachelor’s in business preferred, 1+ year management experience in healthcare preferred, Microsoft Office proficiency.
Microsoft Outlook, Microsoft Excel, Microsoft Word
New York City or Hartford or Edison or Melville or Boston
$185k-$278k/yrHybridFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years in business development or Audit/Tax sales with C-suite relationship experience; strong commercial acumen, pursuit leadership, negotiation, and presentation skills; Bachelor’s degree or equivalent experience required; travel up to 10%.
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage technology.
5+ YOEBachelor’s degree and 5+ years in financial services, including 3+ years of account relationship experience. Requires fixed income pricing and analytics experience, communication, coordination, and client management skills.
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
Wellington Management: Investment management and research services for global institutional clients.
10+ YOE10+ years investment industry experience; client relationship management in Canada; strong communication, presentation and portfolio analysis skills; Canadian Securities Course (or willingness), CFA/CAIA preferred; ability to travel.
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
JPMorgan Private Client Relationship Manager – Boston, MA
Boston, Massachusetts, United States
$150k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
10+ YOE10+ years in financial services with affluent/complex relationship management; entrepreneurial prospecting; established HNW referral network; ability to solve complex financial needs; SIE, Series 7 and Series 66 (or 63 and 65) required; NMLS registration required.
Wellington Management: Manages investment portfolios and provides financial research for institutions.
10+ YOE10+ years in institutional investment industry focused on Canadian clients; strong client relationship, presentation, and portfolio analysis skills; CSC or willingness to obtain; CFA/CAIA preferred; ability to travel.
Counsel: Provides AI-powered virtual medical consultations through asynchronous messaging.
5+ YOE5+ years in client-facing healthcare work, including C-suite and enterprise relationships; complex cross-functional project management; care delivery lifecycle knowledge; data analysis and visualization skills.
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOE5+ years charitable gift planning experience, university degree preferred, strong written/verbal communication, public speaking, content creation, and client relationship skills.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
10+ YOEUndergraduate degree and 10+ years relevant experience in commercial banking; strong credit, financial analysis, negotiation, business development, and client relationship skills.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
5+ YOE5+ years in client management or large-client sales; bachelor's degree; life/health license or able to obtain within 6 months; strong voluntary benefits knowledge; hybrid work experience.